HVIA

Hudson Valley Investment Advisors Portfolio holdings

AUM $961M
1-Year Est. Return 17.6%
This Quarter Est. Return
1 Year Est. Return
+17.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$413M
AUM Growth
-$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$690K
2
+$533K
3
+$428K
4
CTRA icon
Coterra Energy
CTRA
+$364K
5
IYW icon
iShares US Technology ETF
IYW
+$355K

Top Sells

1
+$3.16M
2
+$2.88M
3
+$2.63M
4
TMO icon
Thermo Fisher Scientific
TMO
+$2.48M
5
BA icon
Boeing
BA
+$2.32M

Sector Composition

1 Healthcare 24.89%
2 Financials 16.34%
3 Technology 16.08%
4 Communication Services 8.27%
5 Industrials 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.91M 1.19%
45,074
-4,270
27
$4.81M 1.16%
53,980
-2,780
28
$4.71M 1.14%
117,807
+1,365
29
$4.5M 1.09%
28,837
+1,080
30
$4.49M 1.09%
28,087
-6,905
31
$4.47M 1.08%
35,289
+1,320
32
$4.45M 1.08%
52,781
-11,612
33
$4.28M 1.04%
27,035
+4,355
34
$4.28M 1.04%
34,757
-10,055
35
$4.27M 1.03%
63,967
-13,324
36
$4.26M 1.03%
116,544
-8,595
37
$4.17M 1.01%
44,460
-8,663
38
$4.03M 0.98%
44,752
-5,894
39
$3.98M 0.96%
13,171
+617
40
$3.85M 0.93%
139,583
-64,006
41
$3.72M 0.9%
149,289
-7,812
42
$3.65M 0.88%
22,016
-4,783
43
$3.57M 0.87%
44,980
-6,123
44
$3.29M 0.8%
28,139
-2,583
45
$3.16M 0.77%
30,405
-7,359
46
$3.04M 0.74%
93,444
-17,535
47
$3.03M 0.73%
19,076
-4,395
48
$3M 0.73%
50,598
-20,321
49
$2.9M 0.7%
20,217
-3,435
50
$2.73M 0.66%
50,832
-14,296
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